Meta发布AI应用Muse登顶榜单，探讨Agent商业闭环
Meta’s New Muse AI App Tops Charts, Draws Strong Reviews
This app has got a couple of very good use cases, uh, to serve as personal agents, which is what they are pitching for. Uh, so I'll mention, you know, uh, just if you want discount codes for any brand that you're shopping on the net, like you look for discount codes through Google searches and all that, just ask, uh, muse a question and it will give you the best discount codes. But do the discount codes work? Because I asked Google the same thing, and Google will give me a whole bunch of discount codes.
这款应用有几个非常好的用例，可以作为个人代理使用，这也是它们主打的方向。嗯，所以我要提一下，如果你在网上购物时想要任何品牌的折扣码，比如你通过 Google 搜索等方式查找折扣码，只需向 Muse 提问，它就会给你提供最好的折扣码。但是这些折扣码真的有效吗？因为我问了 Google 同样的问题，而 Google 会给我一堆折扣码。
And when you apply, it says, no, no, it does for the most part. And you bring up a very good point. So the challenge for this is in theory, it scrapes all the best information from the internet. But what if, uh, you know, a retailer like Amazon blocks to you or it doesn't give you the most up to date information, and that's where the agent may not work as desired because it doesn't have that latest information, not because they can't, but because, you know, the retailers who own the inventory don't want it to be integrated, you know, with, uh, what they are doing.
当你尝试使用时，它会说大部分情况下是有效的。你提出了一个很好的观点。因此，这里的问题在于理论上它会从互联网上抓取所有最佳信息。但如果像 Amazon 这样的零售商对你进行封锁，或者它没有提供最新的信息，那么代理可能无法按预期工作，因为它缺乏最新信息，这并不是因为它们做不到，而是因为拥有库存的零售商不希望将其与他们正在做的事情整合在一起。
And so in this case, Amazon probably will end up launching their own agent, but I would expect that agent to work in conjunction with what meta is doing, because there will be a lot of agent to agent traffic and shopping where the human user is completely gone. It's your agent working with that retailer's agent and doing the transaction. Uh, all right, I've got a use case now. Go for it. This will not work with Matt Miller, but it works for me.
因此在这种情况下，Amazon 可能会最终推出自己的代理，但我预计该代理将与 Meta 所做的协同工作，因为会有大量的代理间流量和购物场景，人类用户完全消失。这是你的代理与该零售商的代理合作并完成交易。好吧，我现在有了一个用例。开始吧。这对 Matt Miller 来说可能行不通，但对我有用。
I arbitrage Lyft and Uber and it. You're not allowed to either. No, I could care less. I just looking for the best price. This will do that for me. It sounds like. Hey, will any sort of price comparisons that involve opening three different apps and doing a price comparison or three different websites? This can do it very efficiently, and not only will it pull the links in terms of what you have to do, it can actually do the full transaction because they want to integrate payments.
我利用 Lyft 和 Uber 之间的差价获利，而你是不被允许的。不，我根本不在乎。我只是在寻找最优惠的价格。这能帮我做到这一点。听起来像是：嘿，任何需要打开三个不同的应用程序并进行价格比较，或者访问三个不同网站的价格比较，这个都能非常高效地完成。而且它不仅会拉取你需要操作的链接，它实际上还能完成整个交易，因为它们希望集成支付功能。
They want to do this end to end an agent working on behalf of the user. So in theory, this is very powerful. The challenge is in the ecosystem you want the payment rails to be integrated. You want all the retailers who have that actual supply. If you're booking travel, Airbnb or booking, uh, hotel that's showing up. You want this agent to be able to do this end to end. What if Airbnb doesn't support it like Amazon? So that's where this can, uh, fall short, but so it can come up with information for you, but then you have to execute it on your own.
他们希望端到端地实现这一点，让一个代表用户工作的智能体（agent）来执行任务。因此，从理论上讲，这非常强大。挑战在于生态系统：你需要支付渠道得到集成，需要所有拥有实际供应的零售商加入。如果你预订旅行，Airbnb 或 Booking.com、酒店等应该都能出现。你希望这个智能体能够端到端地完成这一切。但如果 Airbnb 不像亚马逊那样支持它怎么办？这就是其不足之处所在：它可以为你生成信息，但你必须自行执行操作。
Well, or maybe not even do that part. Yeah. So the agent is very capable of executing it all the way through, but it just doesn't have access. It doesn't have it. Well, that's not helpful. You know, I mean, if I were looking for a place to stay, I want it to look up Airbnb along with other hotels. Exactly. So what does it mean for Airbnb and Booking.com and all? I mean, all these companies, the reason why you see Amazon resisting this, or any other platform that is likely to resist, is because they will lose direct traffic all the like.
嗯，或者甚至不执行那部分操作。是的。所以智能体完全有能力全程执行，但它只是没有访问权限。它没有这些权限。好吧，那就不太有帮助了。你知道我的意思，如果我在寻找住宿的地方，我希望它能同时查询 Airbnb 和其他酒店。没错。那么这对 Airbnb、Booking.com 以及所有其他公司意味着什么呢？我是说，所有这些公司，你看到亚马逊抵制这一趋势的原因，或者其他任何可能抵制的平台，是因为它们会失去直接流量。
Look at what you do on Amazon. You go to the Amazon page. You spend five minutes looking at different items. Amazon shows you ten different ads. They make so much money when you are searching and showing you sponsored ads, all that time goes away and suddenly it's meta moves that it who's agent is doing all the work?
看看你在亚马逊上做的事情。你进入亚马逊页面，花五分钟浏览不同的商品。亚马逊向你展示十个不同的广告。当你搜索并查看赞助广告时，他们赚了很多钱，而所有这些时间都消失了，突然之间变成了元数据（meta moves），到底是哪个智能体在承担所有工作？
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